Lori Radcliffe

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Presagis Canada, Inc. provides commercial-off-the-shelf modeling, simulation and embedded graphics solutions to the aerospace and defense markets. It develops, markets and supports software for the development of embedded display graphics and custom simulations. The company was founded in 1980 and is headquartered in Montreal, Canada.

Dimension Capital Management LLC (DCM) is a SEC-registered investment advisor headquartered in Coral Gables, Florida. The firm was founded by Onofre Torres in 1980 and is majority owned by MNA Capital LLC. DCM provides investment advisory services on a discretionary and non-discretionary basis to individuals, trusts, foundations, pension funds and corporate entities.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

RedChip Independent is an investment research firm located in Maitland, Florida. The firm is a division of RedChip Companies, Inc. and their ultimate parent is ProManage, Inc., an advanced software development process management and consulting firm located in Burlingame, Massachusetts. RedChip provides fundamental research on small-cap companies. They seek to identify undervalued and underfollowed small-cap companies that are profitable or near term profitable and have effective management teams, mass appeal, growing sales and improving margins. After considering these factors and looking at expectations implied by the stock's current price, RedChip issues a strong buy, buy, speculative buy, hold or sell rating. The rating combines the firm's projection of the stock's performance, their assessment of the company's financial strength, their confidence in the company's management team and their confidence in their forecast.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

CAE USA, Inc. provides simulation technologies and training services to civil aviation and defense customers. Its offers flight weapons, simulators, tactical air defense trainers, air reproduction instruments, controls and mission operator stations. The company was founded in 1947 and is headquartered in Tampa, FL.

Orlando Magic Ltd. operates a professional basketball team. Its basketball team is part of the Southeast Division of the Eastern Conference in the National Basketball Association. The firm markets sports merchandise, match tickets and collectable game items. The company was founded by William duPont III, James Hewitt, Robert Hewitt & Pat Williams in 1989 and is headquartered in Orlando, FL.

Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US.

Florida Funders LLC (Florida Funders) is a venture capital firm founded in 2013 by David Chitester. The firm is headquartered in Tampa, Florida.

Symbiosis Capital Management LLC (SymBiosis) is a venture capital firm founded in 2019. The firm is headquartered in Bentonville, Arkansas.

Canaccord Genuity LLC is an independent, full-service financial services firm headquartered in New York City. The firm was founded in 2004 and provides a full spectrum of brokerage services to corporate and institutional clients. They cover a wide range of sectors globally with an emphasis on growth companies such as: Block chain, Business Services, Cannabis, Consumer and Retail, Energy, Financials, Gaming, Healthcare, Industrials, Metals and Mining, Real Estate, Sustainability and Technology.

Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research.

Micronoma, Inc. is a cancer-detection company that uses signals from circulating microbial nucleic acids in blood to diagnose cancer at an early stage with microbiome-driven liquid biopsy technology. Micronoma is headquartered in San Diego, CA. The company aims to revolutionize and advance the practice of early cancer diagnostics and personalized treatment through sensitive microbiome techniques, ensuring that patients' needs are identified and addressed by their clinicians at the earliest stage for a better chance to live longer, healthier lives. The company was founded in 2019 by Sandrine Miller-Montgomery, Greg Poore, Rob Knight, and Magda Marquet. Sandrine Miller-Montgomery has been the CEO since 2019.

Part of Oxurion NV, Thrombogenics, Inc. operates as a biotechnology company that delivers innovative treatments for diseases of the back of the eye, with a focus on diabetic eye disease. The company is based in New York, NY.

Dendreon Pharmaceuticals LLC is a commercial-stage biopharmaceutical company that specializes in developing, manufacturing, and commercializing cell therapies. Dendreon Pharmaceuticals is based in Seal Beach, CA. The private company is a pioneer in cellular therapy, targeting cancer and transforming lives. Dendreon has proven expertise in cellular therapy and ensures product quality through its experience in the field. The company was founded in 1992 by Edgar G. Engleman and Samuel Strober, and the CEO is John C O'Neill.

MiddleGround Management LP (MiddleGround Capital) is a private equity firm founded in 2018 by John Stewart and Lauren Mulholland. The firm is headquartered in Lexington, Kentucky.

GE Steam Power, Inc. builds solutions and associated services for different energy sources, including hydro, nuclear, gas, coal and wind. The company serves the energy market through its activities in the fields of power generation, transmission and distribution. The company was founded in 1999 and is headquartered in Windsor, CT.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

National Security Innovation Network (NSIN) is a government program office within the Office of the Secretary of Defense for Research and Engineering (OSD(R&E)). The mission of NSIN is to build networks of innovators that generate new solutions to national security problems. NSIN has its headquarters in the United States and has regional offices in 11 commercial innovation hubs throughout the country. NSIN builds a national network of innovators and delivers programming that solves real-world, Department of Defense (DoD) problems through collaborative partnerships with non-traditional problem-solvers within the academic and early-stage venture communities. NSIN operates two portfolios of programs and services: talent and venture. Together, these portfolios form a pipeline of activities and solutions that accelerate the pace of defense innovation. NSIN connects innovators from defense, academic, and entrepreneurial ventures to solve national security issues in new ways.

Global Blockchain Ventures LLC (Global Blockchain Ventures) is a venture capital firm founded in 2018 by Dieter Kondek. The firm is headquartered in Orlando, Florida.

The Association of Governing Boards of Universities & Colleges is an organization that aims to empower higher education boards to govern with confidence. The AGB is based in Washington. The American company provides resources that give important background for higher education boards. The AGB Principles of Trusteeship outline attitudes and actions board members should embody to become highly effective board members. The organization emphasizes the importance of protecting academic freedom and freedom of speech, which are core values in higher education. The business model of higher education is also discussed, as colleges and universities traditionally charged less than the full cost of educating students because they made up the difference through government support and other revenue streams. Henry Stoever has been the CEO of the non-profit company since 2019.

VenueNext, Inc. engages in the development of venue-specific context-aware application that enables event-goers to connect with venues. It offers a mobile-centric platform, which delivers a set of tools that provide venue operators with an insight into event-goer behavior. The firm serves venues ranging from sports stadiums and concert amphitheaters to hospitality-based venues, such as theme parks, hotels, and conference facilities in the United States and internationally. The company was founded by John M. Paul in 2014 and is headquartered in Santa Clara, CA.

NewGate Capital Partners LLC (NewGate Capital Partners) is a venture capital firm founded in 2000 by Joe A. Alvarez and Larry K. Walker. The firm is headquartered in Winter Park, Florida.